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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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The Phil Billingham Partnership


The Phil Billingham Partnership (PBP) is a Regulatory Consultancy whose particular expertise is in helping firms survive and thrive during periods of regulatory change.

PBP specialises in working with firms who are operating or moving towards a Financial Planning model, and are actively involved in the development of the Financial Planning profession both in the UK and abroad and support Financial Planning and Advisory firms by providing bespoke Compliance support, as well as practical business and change management expertise.

PBP understand the Financial Planning Model, the specific dynamics and culture of the effect of Regulation on Planners in particular, and are pragmatic and commercial in their approach.

We offer a 10% discount off our standard subscription price for Phil Billingham Partnership advisers. Please select PBP under Alliance when subscribing.